Silver pastes for solar contacts?

…containing 15 g/kW-DC of silver electrical contacts, implies total silver consumption of 7.5kTpa, which is over 20% of the global silver market. Hence this work follows on from our screen…

Vapor deposition: leading companies?

Leading vapor deposition companies by their revenue in 2023 and exposure to the PVD/CVD market.

…deposition equipment is worth $50bn pa and growing at 8% per year. Who stands out? $499.00 – Purchase Checkout Added to cart Vapor deposition uses 250-1,250ºC temperatures and vacuums as low as…

Data-centers: the economics?

…the rise of AI, hence this model captures the costs of data-centers, from first principles, across capex, opex, land use and other input variables (see below). In 2023, the global

Energy intensity of AI: chomping at the bit?

Rising energy demands of AI are now the biggest uncertainty in all of global energy. To understand why, this 17-page note is an overview of AI computing from first principles,…

Methane leaks: by gas source and use

…model has power rising from c40% to c50% of the US gas market by 2030, compensated by lower use in residential heat. https://thundersaidenergy.com/downloads/us-co2-and-methane-intensity-by-basin https://thundersaidenergy.com/downloads/gas-gathering-how-much-co2-and-methane https://thundersaidenergy.com/downloads/gas-pipelines-how-much-energy-co2-and-methane-leaks https://thundersaidenergy.com/downloads/gas-industry-co2-per-barrel https://thundersaidenergy.com/downloads/methane-leaks-from-downstream-gas-distribution https://thundersaidenergy.com/downloads/methane-slip-how-much-gas-evades-combustion https://thundersaidenergy.com/2019/12/15/global-gas-catch-methane-if-you-can https://thundersaidenergy.com/downloads/decarbonization-of-the-united-states-with-a-co2-price…

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